Save, reuse, and organize filter views

A saved view stores a set of filters and the columns you have chosen on the Accounts or Contacts list, so you can recall the same working list with one click instead of rebuilding it each time. Use it for the segments you return to often (a territory, an industry, a stage), and assign a view to colleagues so the whole team works from the same list. For more on the underlying concept, see Saved views.

Saving and editing views is available to standard and admin users. A read-only user can recall and favourite views but cannot create, edit, or delete them. You can always edit and delete a view you created; non read-only colleagues can also edit and delete views created by others.

Before you start

Open the Accounts or Contacts list and apply the filters you want to keep. A view always belongs to one list type, account or contact, set automatically by where you save it.
Optionally choose which columns to show. The columns you have selected are stored with the view, so recalling it restores both the filters and the column layout.

Steps

Save the current filters as a view

With your filters applied, open the filter panel and choose Save View. The button is enabled once at least one filter is set.
In the dialog (titled “Create saved view for accounts” or “Create saved view for contacts”), leave Create new saved view selected.
Fill in Name (required) and an optional Description.
Use Assign to colleagues to share the view with teammates. Assigned colleagues find it under their Assigned to me tab. Leave it empty to keep the view to yourself.
Use Group (optional) to file the view into a folder. Pick an existing group or leave it blank. You can clear the selection at any time.
Choose Save. You will see a “Saved view created” confirmation, and the view is now available from the Saved Views dropdown.

Update an existing view with new filters

When you change the filters or columns and want to overwrite a view you already have, you do not need to create a new one.

Apply the filters and columns you want, then choose Save View.
In the dialog, select Update existing saved view.
Pick the view to overwrite from Existing saved view. The list shows the views you can update for the current list type.
Choose Save. The view’s stored filters and columns are replaced, and you will see a “Saved view updated” confirmation.

Recall a saved view

On the Accounts or Contacts list, open the Saved Views dropdown. The button shows the name of the active view once one is applied.
Use the tabs to narrow the list: My favourites, Created by me, Assigned to me, or All. The search box at the top filters by name.
Hover any view to preview its filters and description before applying.
Select a view to apply its filters and columns to the list.

A view’s tags show whether it stores basic or advanced filters and whether it carries a saved column layout.

Mark a view as a favourite

In the Saved Views dropdown, choose the star next to a view to add it to your favourites; choose it again to remove it. Favourites appear under the My favourites tab so your everyday views are one tab away. Favourites are personal to you.

Rename, reassign, regroup, or delete a view

Open the Saved Views dropdown and choose the edit (pencil) action next to the view. This action is shown for the view’s owner and for non read-only colleagues.
In the update dialog (titled “Update accounts saved view” or “Update contacts saved view”) you can change the Name and Description, adjust Assign to colleagues, and move the view to a different Group (optional) or clear it.
Choose Update to save your changes, or Delete to remove the view. Deleting is immediate and cannot be undone. You will see “Saved view updated” or “Saved view deleted” accordingly.

The edit dialog changes a view’s name, sharing, and folder. To replace the filters a view stores, use the Update existing saved view flow above.

Group views into folders

Groups are folders that keep related views together.

Open the Saved Views dropdown and choose the groups (category) action, labelled Saved views groups.
The Saved Views groups dialog lists every group with its Group Name and a Saved views assigned count.
To add a folder, choose Create, fill in Name and an optional Description in the Create Saved Views group dialog, and choose Save.
To rename a group, choose the edit action on its row, change the Name or Description in the Edit Saved view group dialog, and choose Update. Use the delete action on the row to remove a group.

To file a view into a group, set the Group (optional) field when you create or edit that view.

What happens next

A new or updated view appears in the Saved Views dropdown right away, under the tabs that match how you set it up: views you made show under Created by me, views assigned to you show under Assigned to me, and starred views show under My favourites. Colleagues you assigned find the view under their own Assigned to me tab. Recalling a view sets the list’s filters and columns immediately; nothing runs in the background and there is no task to wait for.